Position in SHEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,960,986
-$404,562 QoQ
Shares Held
25,290
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#402
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026ARS Wealth Advisors Group, LLC holds $24,266,480 across 2 Oil & Gas Integrated names. SHEL ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
134,565 | $22,305,494 | |
| 2 | SHEL |
Shell plc
This page
|
25,290 | $1,960,986 |
All Filings in SHEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,986 | 25,290 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,365,548 | 25,436 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,938,108 | 26,376 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,930,093 | 26,983 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,898,746 | 26,967 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,170,993 | 29,626 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,915,774 | 30,579 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,129,855 | 32,295 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,334,806 | 32,347 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,397,149 | 35,757 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,927,226 | 105,277 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,903,996 | 122,771 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,465,987 | 123,650 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,050,951 | 122,540 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,163,599 | 90,669 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,528,508 | 91,007 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,651,822 | 88,962 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||